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Disclosery

MAI Capital Management: SSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on SSO, newest first. How the timeline and the estimate are built.

MAI Capital Management held 15,643 SSO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,643 shares
    Change vs previous 13F -787 shares

    <0.01% of the 13F portfolio, value $1,054,026.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,430 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $852,389.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,590 shares
    Change vs previous 13F +8,285 shares

    0.01% of the 13F portfolio, value $960,893.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,305 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $931,240.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,420 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $822,803.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,435 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $698,250.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,435 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $780,322.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,155 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $735,336.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).